Callisto Wealth Management Ltd
Rainford Hall
Crank Road
St Helens
WA11 7RP

Don’t just take our word for it

Here is some feedback from our clients

Helping people find financial freedom is our passion. It’s something we could happily talk about all day. However, it’s what our clients think about us that really counts, and we’re very proud of the feedback they give.

Everyone’s journey is different, but we hope that all our clients experience a similar sense of peace of mind when we put our approach into practice. Certainly, their generous words indicate that we’re doing something right.

Working with Callisto is great because Andrew gives you a lot of confidence that he knows exactly what he’s doing, he’s got good people working for him, he’s very pleasant to meet up with, he puts things into English.

By handing things over to Andrew and taking his advice it means that my husband is free from messing about with finance and moving money. It's given both of us a lot of confidence that we’re on the right track, we're going forward and life is good! We can spend more time with the family, we can travel more and, generally speaking, we don’t have any worries.

Lorraine Webster

What’s it like working with Callisto? I don’t know, because I just get on with my life!

The key strength of working with Callisto is financial freedom. I can take the amount of money I need to live on and the money I leave in there is making a reasonable interest rate.

To me, financial freedom means getting up in the morning not having to go to work, I can go and play golf, go out on my mountain bike, get out in the country. My son lives in Australia; I go and see him once or twice a year, all paid for by my private pension.

Mark Dixon

I had been looking around for a new financial adviser since my old one retired. Callisto helped me by putting together a package which fitted exactly what I wanted, and also listened to what I wanted first and then went on with the compliance, risk assessments and so on.

Working with Callisto is really good because I get all the information I need in a form that is useful, and none of the stuff that I don’t need, so that means that I don’t have to put piles and piles of paperwork in drawers that I will never look at again.

Giles Wadsworth

Here are some more kind words from our clients

We have always found Andrew to be a very competent wealth manager giving excellent advice and he has a very good manner and is easy to work with.

Trust is vital with a wealth manager and over the last eight years we have felt very comfortable with Andrew and our investments.

He responds quickly to any amendments or changes that are required to our investment portfolio.

Mr H Jones (Bolton)

I had reached an age when all my friends were talking about retirement and pensions - and I found that I knew very little about my arrangements.

I had drifted through life picking up various policies along the way. Andrew helped me to understand what I had put my money into and explained it all in terms that made sense.

He then recommended an alternative approach and I am very happy will all the advice given and satisfied that the changes made will mean that I can enjoy my retirement.

Mrs D (North Wales)